Ma Private Wealth Portfolio Holdings
Ma Private Wealth
- $540 Million
- Q2 2025
Ma Private Wealth has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $540 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $82.4M, Ishares S&P 500 Growth ETF with a value of $43.1M, Blackrock ETF Tr U S Equity Fa with a value of $39.7M, Vanguard Bd Index Fd Inc Total with a value of $34M, and Ishares Msci Usa Quality Facto with a value of $30.8M.
Examining the 13F form we can see an increase of $10M in the current position value, from $530M to 540M.
Below you can find more details about Ma Private Wealth portfolio as well as his latest detailed transactions.
Portfolio value
$540 Million
ETFs: $528 Million
Technology: $7.23 Million
Consumer Cyclical: $1.08 Million
Energy: $863,000
Financial Services: $316,000
Communication Services: $273,000
Healthcare: $225,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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